Products December 9, 2006
FundQuest Wealth Architect Clients Get Access to Managed Account Services
FundQuest’s Wealth Architect customers can now access its managed account solution, which will allow the institutions to meet their clients' needs for product diversification, customization and tax management.
Reported by Adrien Martin
Financial firms use the Wealth Architect platform to deliver mutual fund and separate account portfolio services, and now investors already using this platform can include separate account managers, mutual funds, and exchange-traded funds in one core account with oversight by FundQuest’s proprietary Overlay Portfolio Management process.
“The Unified Managed Account solution will provide FundQuest’s Wealth Architect clients with access to diversified portfolios featuring multiple open architecture investment products and premier money managers,” said Maryanne Morrow, Vice President, National Accounts at FundQuest, in a news release from the company.